Investors Have that “Oh Sh#t Moment” - Part 1: Hong Kong Strategy
​Investors in US markets face a sudden realization, with Hong Kong Tech most vulnerable as profit-taking occurs. Our alternative sector selection...
515 Views
Overview #19 – Don’t Buy the D@nm Dip!
A review of recent events/data impacting our investment themes and outlook. How will the incoming bear market in the US impact Asia
486 Views
Episode 108: MWC Observations, MRVL and AVGO Earnings, Apple's new Devices
Overall, the speaker reflects on the changing landscape of Mobile World Congress, with a decreased emphasis on semiconductors and a growing focus...
483 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Astra International, and Cimory
The past week saw insights on Sea Ltd (SE US), Astra International (ASII IJ), Cisarua Mountain Dairy (CMRY IJ), Central Pattana Pub (CPN TB), and...
467 Views
What Do Detailed 2024 Semi Stats Tell Us?
​The chip market saw 19% 2024 growth driven by AI semiconductors, but growth outside AI is modest. This is cause for concern. Meanwhile US trade...
474 Views